See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,075 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,550 | $52,639+7.4% | $185,117-69.5% | $62,292-9.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 26.82% | 19.57%+7.2pp | 40.50%-13.7pp | 28.90%-2.1pp |
| Employer contribution / active EE | $3,338 | $1,483+125.1% | $4,182-20.2% | $2,042+63.5% |
| Participant deferral / active EE | $6,790 | $3,097+119.2% | $5,045+34.6% | $3,169+114.3% |
| Admin fee / account holder | $7 | $374-98.2% | $8,159-99.9% | $479-98.6% |